Manager Advisory
Continental Insurance Brokers
Total years of experience :22 years, 9 Months
- Analyzing financial information obtained from clients to determine strategies for meeting client’s financial objectives.
- Reviewing client accounts and results regularly to determine whether life changes, economic developments or financial performance indicate a need for plan revision.
- Keeping up-to-date knowledge of various Insurance & Investment Products.
- Implementation of financial planning recommendations and highly empathetic client relationships.
- Managed 100% client retention through high-quality service, resolving their issues and complaints effectively.
- Suggesting strategic investment portfolio based on fixed income and equity investing report evaluation.
- Attending training programs and seminars regularly to continue professional development.
- Complying with Regulatory requirements.
- Supported the Client Relationship Management Team in closure of Life Insurance and Investment sales by presenting and explaining Insurance & Investment options to existing and new clients based on their needs and goal.
- Provided product training to CRM's and designed Sales Strategies.
- Developed productive working relationships with bank’s other internal departments to establish channels for referrals and cross-selling.
- Ensured strict adherence to all Sales & Service related activities and Bank's policy related to Compliance & Anti-Money laundering.
* Developed customer base by way of cold calling and referrals.
* Help prioritize needs & goals of prospective clients.
* Design appropriate plan considering clients budget and risk taking ability.
* Help client in implementing the plan.
* Service the client and monitor the plan.
- Managed insurance agents selling Traditional Life Insurance products.
- Making presentations to clients on products.
- Training agents on product and sales strategies.
- Ensuring timely services to clients.
- Recruitment of agents.
- Managed a team of sales executives selling Liability products.
- Going on joint calls with sales executives.
- Training sales executives on bank products.